Bloomberg Businessweek

Cheryl Smith, an economist and portfolio manager at Trillium, dives into the turbulent waters of market volatility driven by Trump's trade war. She discusses the unpredictable changes in stock, bond, and commodity prices due to inconsistent tariffs. Smith also analyzes how rising Treasury yields are reshaping investor behavior and the Federal Reserve's cautious approach. Lastly, she highlights the historical implications of tariff policies, drawing parallels to past economic crises and the looming risk of recession.

Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the tumultuous world of tech stocks, focusing on the plummeting values of Tesla and Apple amidst ongoing political upheaval. Eric Weiner, Bloomberg News Equities Americas Team Leader, provides a historical lens on market volatility, comparing current trends to past crises. They explore the implications of Elon Musk's leadership on Tesla's brand and how trade wars fundamentally shift investor sentiment and consumer behavior, underscoring deeper economic disparities.

In a thought-provoking discussion, Kate Gulliver, CFO of Wayfair, and Rob Rich, CEO of Optical Foundry, share their insights on navigating the turbulent waters of tariffs. They delve into the financial strategies necessary for adapting to rising costs, particularly the staggering 46% tariff on goods from Vietnam. The conversation also touches on the challenges of maintaining brand identity and profitability in a changing market. Both leaders emphasize the importance of supplier relationships and customer satisfaction as critical components for success in an evolving economic landscape.

Peter Berezin, the Chief Global Investment Strategist at BCA Research, shares insights on the stock market's worst decline since the pandemic, driven by geopolitical tensions and trade wars. Liz McCormick, Bloomberg's Chief Correspondent for Global Macro Markets, provides an analysis of the bond market's reaction to economic policies and the implications for investor confidence. They discuss strategies for navigating these turbulent times, the complexities of government interventions, and the potential for a looming recession.

Kate Gulliver, Wayfair's CFO, provides insight into navigating financial strategies in a challenging economic climate, emphasizing adaptations to pricing and supply chain pressures. Alison Kossick, author of 'What's Up With Women and Money,' discusses the importance of women's financial literacy and personal experiences that highlight the barriers women face in achieving financial independence. Their engaging dialogue underscores the need for comprehensive financial education and empowerment in today's economy.

Peter Atwater, President of Financial Insyghts and author, shares his expertise on market behavior influenced by tariffs. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, offers a keen investment outlook amid economic uncertainties. They discuss how U.S. tariffs challenge companies and reshape global supply chains. The conversation highlights the fragile investor confidence and the need for adaptive strategies in a shifting economic landscape, emphasizing diversification and sensitivity in investment decisions.

Phil Venables, Chief Information Security Officer at Google Cloud, dives into the complex world of cybersecurity. He highlights the urgent need for specialized security solutions amidst escalating global tensions. Venables discusses the specific threats posed by nation-state actors, especially in supply chain scenarios like the Ukraine conflict. He also emphasizes the role of artificial intelligence in enhancing data protection and navigates the challenges of ensuring trust and transparency in intelligent agents. Tune in for key strategies that marry security with business efficiency!

In this engaging discussion, former President Donald Trump shares insights on his dramatic tariff policies, including a sweeping 10% tariff on exports and even higher rates on over 60 nations. He emphasizes the goal of reshaping the global economy, asserting that it's time for Americans to prosper. The podcast dives into potential repercussions, exploring how China, the EU, and other partners might retaliate, along with the impact on markets and various industries. Trump's confident stance sets the stage for a renewed debate on trade and economic power.

In this discussion, Dave Brown, Vice President of AWS Compute & Networking at Amazon Web Services, shares insights into Amazon's last-minute bid for TikTok, emphasizing its potential to enhance advertising revenue. He highlights the advancements in AI technology, particularly the DeepSeq model, which promises cost reductions and improved user experiences. The conversation also touches on challenges in cloud services and the importance of customer demand management amidst global uncertainties, showcasing a transformative outlook for businesses.

Mark McCaffrey discusses GoDaddy's transformation post-IPO and its impact on small businesses. He emphasizes the significance of small and medium-sized enterprises in the U.S. economy, especially during tough times. The conversation covers effective marketing and customer retention strategies, including AI's role in enhancing service offerings. McCaffrey also highlights the importance of adaptability in entrepreneurship and the rise of side hustles as a response to economic uncertainty.